Steel Grove Capital Advisors’s XPO XPO Stock Holding History

Steel Grove Capital Advisors’s Portfolio XPO Stock Details XPO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-20,749	Closed	-$409K	–	287
2018 Q4	$409K	Sell	20,749 -2,333	-10%	-$64.6K	0.06%	217
2018 Q3	$911K	Buy	23,082 +9,221	+67%	+$335K	0.13%	144
2018 Q2	$480K	Hold	13,861	–	–	0.08%	198
2018 Q1	$488K	Sell	13,861 -5,983	-30%	-$200K	0.08%	212
2017 Q4	$629K	Hold	19,844	–	–	0.09%	178
2017 Q3	$465K	Hold	19,844	–	–	0.08%	170
2017 Q2	$444K	Buy	+19,844	New	+$372K	0.08%	184

Other funds holding XPO

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

SHIM

Spruce House Investment Management New York $2.8B AUM 65.68% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

EIP

Epoch Investment Partners New York $16.5B AUM 24.3% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Steel Grove Capital Advisors's XPO Position: Q1 2019 in Review

Steel Grove Capital Advisors sold out of XPO (XPO) in Q1 2019, closing a stake of 20,749 shares — an estimated $409K sold.

Steel Grove Capital Advisors first reported a position in XPO in Q2 2017 and held it in 7 quarters. The position peaked at $911K in Q3 2018. 388 funds tracked by Wall St. Rank hold XPO as of Q1 2019.

Steel Grove Capital Advisors reported no remaining XPO position as of Q1 2019 after selling out during the quarter.
Steel Grove Capital Advisors sold 20,749 XPO shares in Q1 2019, an estimated $409K.
Steel Grove Capital Advisors first reported a position in XPO in Q2 2017 and held it in 7 quarters.
Steel Grove Capital Advisors's XPO position peaked at $911K in Q3 2018.
388 funds tracked by Wall St. Rank held XPO as of Q1 2019.

Based on Steel Grove Capital Advisors's 13F filing for Q1 2019, filed 14 May 2019.